See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,098 | $124,185-77.4% | $108,410-74.1% | $167,490-83.2% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 17.64% | 1379.64%-1362.0pp | 905.27%-887.6pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,586 | $4,187-62.1% | $3,558-55.4% | $4,837-67.2% |
| Participant deferral / active EE | $2,966 | $6,908-57.1% | $6,563-54.8% | $6,341-53.2% |
| Admin fee / account holder | $374 | $9,455-96.0% | $7,295-94.9% | $12,309-97.0% |